You think in markets
For readers fluent in charts and economic reasoning but not in code. Start with work and incentives; branch into the machinery and the politics.
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The reading order
- 1[1hr Talk] Intro to Large Language ModelsAndrej Karpathy · Original video · 60 min watch · Introductory
The one technical prerequisite — what the product actually is.
About this work → - 2Centaurs and Cyborgs on the Jagged FrontierEthan Mollick · Original essay · 10 min read · Introductory
The best field experiment on AI and productivity.
About this work → - 3Plentiful, high-paying jobs in the age of AINoah Smith · Original essay · 23 min read · Introductory
Comparative advantage applied to AI, by an economist writing for everyone.
About this work → - 4The Cyborg Era: What AI means for jobsSéb Krier · Original essay · 18 min read · Intermediate
The same machinery with the concessions included — corner solutions and all.
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Then follow your interest
How it works, and why it scales
- 1Deep Dive into LLMs like ChatGPTOriginal video · 210 min watch · Intermediate
Where the costs and capabilities actually come from.
About this work → - 2The Bitter LessonOriginal essay · 5 min read · Introductory
Why compute keeps winning — the supply side's founding text.
About this work → - 3The AI water issue is fakeOriginal essay · 85 min read · Introductory
Resource economics of data centers, done with real denominators.
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Policy and trajectory
- 1AI as Normal TechnologyOriginal essay · 90 min read · Intermediate
Diffusion, institutions, and why adoption lags capability.
About this work → - 2The AI 2040 Scenario (Plan A — The Deal)Original document · 150 min read · Intermediate
A macro scenario with employment and income tracked year by year.
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The deeper questions
- 1Ghost in the CloudOriginal essay · 35 min read · Introductory
What the market is actually selling when it sells transcendence.
About this work → - 2Antiqua et Nova: Note on the Relationship Between Artificial Intelligence and Human IntelligenceOriginal document · 105 min read · Intermediate
The human-anthropology baseline under all the welfare economics.
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